Latest Expert Opinions

Signal
Opinion
Expert
BUY
BUY
November 6, 2018
He cautions people against sole-risk exploration in the far north, but the target is attractive and the managers very good. Caveat: it's aa very thin market cap stock.
Show full opinionHide full opinion
Ashton Bay (BAY-X)
November 6, 2018
He cautions people against sole-risk exploration in the far north, but the target is attractive and the managers very good. Caveat: it's aa very thin market cap stock.
DON'T BUY
DON'T BUY
November 6, 2018
Doesn't know if the infighting will end. He likes them from a geological point of view--in northwestern BC. But the political scene about mining is rapidly deteriorating in BC, so he's underweight BC.
Show full opinionHide full opinion
Doesn't know if the infighting will end. He likes them from a geological point of view--in northwestern BC. But the political scene about mining is rapidly deteriorating in BC, so he's underweight BC.
COMMENT
COMMENT
November 6, 2018
The new Fenelon gold discovery is interesting. High-quality group of people and area. You have to be nervous about sole-risk exploration, though.
Show full opinionHide full opinion
The new Fenelon gold discovery is interesting. High-quality group of people and area. You have to be nervous about sole-risk exploration, though.
BUY
BUY
November 6, 2018
Recently bought it. They used to disappoint alot and have a hostile proxy fight with shareholders. It's a large, Canadian deposit. He believes they will solve their exploration problem. There's a lot of exploration upside.
Show full opinionHide full opinion
Detour Gold (DGC-T)
November 6, 2018
Recently bought it. They used to disappoint alot and have a hostile proxy fight with shareholders. It's a large, Canadian deposit. He believes they will solve their exploration problem. There's a lot of exploration upside.
COMMENT
COMMENT
November 6, 2018
Great management team and good geological potential. Ontario taxpayers will subsidize the company by building a road to the Ring of Fire--finally after 20 years. A deal has been struck between NOT-X and the indigenous people up there. NOT has done a great job up there.
Show full opinionHide full opinion
Great management team and good geological potential. Ontario taxpayers will subsidize the company by building a road to the Ring of Fire--finally after 20 years. A deal has been struck between NOT-X and the indigenous people up there. NOT has done a great job up there.
PAST TOP PICK
PAST TOP PICK
November 6, 2018
(A Top Pick Nov 09/17, Up 85%) They had an asset held for sale that nobody expected to sell, but they sold it for $200 million.
Show full opinionHide full opinion
Emx Royalty (EMX-X)
November 6, 2018
(A Top Pick Nov 09/17, Up 85%) They had an asset held for sale that nobody expected to sell, but they sold it for $200 million.
PAST TOP PICK
PAST TOP PICK
November 6, 2018

(A Top Pick Nov 09/17, Down 1%) Chairman Ross Beaty is supposed to retire now, but he's had an amazing track record with four companies. The stock is a little down, because they had grown so fast that they had to do two stock issuances, which diluted the stock.

Show full opinionHide full opinion
Equinox Gold (EQX-T)
November 6, 2018

(A Top Pick Nov 09/17, Down 1%) Chairman Ross Beaty is supposed to retire now, but he's had an amazing track record with four companies. The stock is a little down, because they had grown so fast that they had to do two stock issuances, which diluted the stock.